Junior Account ExecutiveLeadPoint

THIS JOB HAS EXPIRED

OVERALL PURPOSE

The Junior Account Executive?s (JAE) core responsibility is the dedicated sales efforts of obtaining targeted Rest of Market (ROM) direct lending financial institutions. The JAE has a mandate of generating revenues for the company by: Selling to new accounts through the use of targeted prospect lists, individual lead (prospect) generation and follow up on inbound inquiries. JAE plays a key role in LeadPoint because they are the point-of-contact with ROM customers.

MAJOR ACTIVITIES

Develop and adhere to a sales plan of acquiring targeted Rest of Market accounts in an assigned territory
Track, record and update all prospect and client data in LeadPoint?s current CRM, clean data when appropriate
Develop and maintain an accurate acquisition pipeline/forecast within LeadPoint?s current CRM
Support pipeline and sales initiatives requested by Management
Develop, adhere to and track performance for quarterly OKR?s as agreed upon between the SAE and Management
Maintain market intelligence expertise, update technical, sales, and business knowledge by participating in educational opportunities
Make at least 50 qualified, acquisition sales calls each day to direct lending financial institutions
Follow up on all assigned inbound inquiries within 4 business-hours of assignment
Prioritize A, B and C opportunities by potential revenues, available inventory and probability of success
Prepare written presentations, reports and price quotations
Attend and participate in sales meetings, training seminars and workshops
Maintain daily sales and productivity goals, as provided by management
Prepare routine periodic sales and activity reports as required

TIME MANAGEMENT

Work a minimum 40-hour, 5 day work week
Plan and prioritize personal sales activities and customer/prospect contact towards achieving agreed business aims, including costs and sales - especially managing personal time and productivity.
Maintain a Master Calendar of events including Individual Weekly Review Meetings, Sales Team Meetings, Company Meetings, etc.
Maintain a running 90-day business plan, focusing on each day, week and month
Submit a weekly status report of projects and tasks completed, plan for following week, challenges and requests for resources

COMPANY RELATIONS

Comply with all Company policies and operate within the expense budget

Work with, develop positive relationships with, communicate with and coordinate activities with other employees in Business Development, Finance, Marketing, Customer Service, Technology, OTG and Human Resources